Stock Taper 
BULLSEYE ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Tenable Holdings, Inc. | TENB | 81.33K | $3M |
 Flowserve Corporation | FLS | 75.92K | $5.63M |
 Firefly Aerospace Inc. | FLY | 75K | $2.2M |
 Nutanix, Inc. | NTNX | 69.62K | $3.55M |
 Shift4 Payments, Inc. | FOUR | 66.69K | $3.24M |
 ACV Auctions Inc. | ACVA | 61.62K | $443K |
 Shake Shack Inc. | SHAK | 59.33K | $3.32M |
 RB Global, Inc. | RBA | 59.27K | $6.9M |
 V2X, Inc. | VVX | 56.48K | $4.21M |
 CAVA Group, Inc. | CAVA | 55.15K | $4.33M |
 Hamilton Lane Incorporated | HLNE | 54.28K | $4.28M |
 Inspire Medical Systems, Inc. | INSP | 52.23K | $2.33M |
 Dutch Bros Inc. | BROS | 48.65K | $3.49M |
 Federal Signal Corporation | FSS | 45.26K | $5.82M |
 Karman Holdings Inc. | KRMN | 45K | $2.25M |
 Procore Technologies, Inc. | PCOR | 38.1K | $1.55M |
 ServiceTitan, Inc. | TTAN | 36.98K | $2.62M |
 Crocs, Inc. | CROX | 36.85K | $4.45M |
 DigitalOcean Holdings, Inc. | DOCN | 33.39K | $5.24M |
 Sprout Social, Inc. | SPT | 32.16K | $243K |